Balentine
The Client Services Manager leads and continuously enhances the firm’s client service platform, ensuring a consistent, exceptional experience across all client relationships. This role partners with Relationship Managers, Operations, Compliance, and Leadership to drive service excellence, operational scalability, and client retention while managing the client service team and custodial relationships.
Headquarters
Atlanta, Georgia, United States
Company Size
51-200 employees
Founded
2009
Balentine is an independent wealth management and financial advisory firm serving families, family offices, businesses and institutions from offices in Atlanta and Raleigh. With nearly four decades of experience, they provide personalized, holistic planning and investment management across public and private markets, legacy and multi‑generational family‑office services, and business advisory. Balentine emphasizes a solutions‑focused, tailored approach designed to protect and grow client capital and navigate complex financial decisions.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Balentine.
Balentine didn’t post a salary, so this is our estimate from similar listings.
63% above the average for this role